Specialized Holdings

Strategic Investments for High-Impact Results.

Investing our own capital in carefully selected, high-impact opportunities.

We sometimes use our own capital to make strategic investments in companies that fall outside the scope of interest of our managed funds. We also invest selectively in funds managed by other firms with which we have close relationships. With such investments, we target situations where our expertise and industry relationships can meaningfully impact the odds of success. We especially like opportunities where our team members can be involved in the earliest phases of a company’s life. A few examples are listed below.

Specialized Holdings